Thought leadership · /thinking
Our published analysis is free for anyone to use.
We publish some of our analysis openly, and anyone is free to use it. The sources are public records: FCC licence files and orders, SEC filings, auction results and orbital elements. Every figure carries its source and its date. Client work is confidential.
Series
The analysis series
Each series takes one subject and works it through from primary sources. One is published in full; the rest are in preparation.
Seven parts · publishedDirect-to-Device Analysis Series The series reads the American direct-to-device market out of FCC licence files, SEC filings, auction results and orbital elements. It sets out who holds which spectrum, on what terms, what it cost, and what the radios can physically do.
Read the seriesIn preparationThe 6G Technology Series The road to 6G is a set of dated commitments rather than a vision. This series follows which 3GPP releases land when, which spectrum decisions gate them, and which bets pay before the standard is frozen.
In preparationSpectrum & Network Economics A band is worth what comparable bands have cleared at, measured in one unit. These parts price it from auctions and private transactions, then ask where the next megahertz stops paying for itself and what a network costs to build against what it earns.
In preparationIntegrated Sensing and Communications Integrated sensing asks whether a network can measure the world it covers. The parts here work out what ISAC can resolve at each band, what it costs in spectrum and silicon, and which commercial cases survive the link budget.
In preparationAI in Telecom Operations AI changes the unit economics of running a network in some places and stays a demonstration in others. These parts rank the candidates by what it costs to find out, and set the kill gate before the pilot starts.
In preparationNon-Terrestrial Networks The non-terrestrial stack runs from high-altitude platforms to GEO backhaul. These parts set out what each orbit is good for, what it is not, and how the standards track treats it.
In preparationPrivate Networks & Neutral Host Enterprise and in-building networks run on shared spectrum and neutral host economics, and somebody has to pay for coverage nobody owns. This is the ground the CBRS Alliance and the 5G Americas neutral-host work came out of.
Tools
Instruments you can use straight away
These run on the same public data as the analyses. They show their working, and every figure opens its source.